NextGen Knowledge Center

Open a Template

  1. In NextGen Care® Population Management Hub, to view the patients list, do one of the following:
    • From the Cohorts tab, run a report.
    • From the My Lists tab, run a list.
    • From the Appointment Book tab, filter the patients.
    The patient list appears in the patient grid.
  2. In the patient grid, select the check box to the left of the patient's name.
  3. From Chart, select EHR Chart.
    A list appears displaying up to ten favorite templates.
  4. Do one of the following:
    • To open a template with an existing unlocked encounter, select an encounter from the required template.

    • To open a template with a new encounter, select the template name, and then select Yes to create a new encounter.

    For more information on creating an encounter, go to NextGen Healthcare Success Community, and download the latest Encounter Maintenance User Guide.

    The template opens in NextGen® Enterprise EHR, where you can document the patient’s chart data.